First Citizens Bank & Trust’s Global X US Preferred ETF PFFD Stock Holding History

First Citizens Bank & Trust’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$656K	Buy	35,104 +229	+0.7%	+$4.32K	0.01%	400
2026 Q1	$642K	Buy	34,875 +1,405	+4%	+$26.9K	0.01%	385
2025 Q4	$633K	Buy	33,470 +7,291	+28%	+$139K	0.01%	394
2025 Q3	$509K	Buy	26,179 +2,444	+10%	+$47.2K	0.01%	434
2025 Q2	$447K	Buy	23,735 +7,580	+47%	+$141K	0.01%	453
2025 Q1	$308K	Buy	16,155 +1,405	+10%	+$27.6K	0.01%	378
2024 Q4	$288K	Buy	14,750 +4,448	+43%	+$90.6K	0.01%	399
2024 Q3	$214K	Buy	+10,302	New	+$207K	﹤0.01%	439

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return